Comprehensive software solution for the insurance industry

A central platform was developed for Simplecare, enabling customers, insurance data, policies and other relevant information to be managed efficiently. The system therefore consolidates key customer support processes and creates a structured foundation for consulting, administration and sales.

In addition, the platform features an integrated reseller and intermediary program. External partners can register, refer new customers and manage their activities directly through the system. Successful referrals are recorded automatically and form the basis for the corresponding commission accounting.

This allows the solution to combine CRM, insurance administration, partner management and commission accounting in one central digital platform.

Automation in Focus

The platform automates numerous recurring processes and thereby significantly reduces the administrative workload in day-to-day business. From automated workflows and notifications to targeted mailings, many tasks can be managed centrally.

Extensive reporting and analyses also provide transparency across customers, referrals, activities and relevant key figures. In this way, the system combines automation, CRM, communication and reporting in one central solution for the insurance industry.

The Customer in Focus

Even smaller but effective processes are fully automated. For example, the system sends personalized birthday greetings, thereby supporting continuous and personal customer retention.

Also, quotation requests to insurance companies can be triggered automatically and processed efficiently. This reduces recurring administrative tasks while improving response times in the consulting process.

The platform therefore supports not only the management of customers and policies, but also personal, efficient and service-oriented customer support.

Interfaces and data imports further simplify the work

To make commission processing as efficient as possible, the system supports the import of data files and common standards from various insurance companies. This allows billing and commission data to be imported automatically and processed centrally.

The connection to accounting was also taken into account: relevant postings and payments to intermediaries can be exported directly in a compatible format for the accounting software in use. This eliminates many manual work steps, reduces sources of error and significantly accelerates the entire administration.

In this way, the platform combines insurance interfaces, commission accounting and accounting into one continuous digital process.

Transparency in All Areas

Intermediaries have their own finance and reporting area, in which all movements related to their referrals are presented transparently and traceably.

In addition to the current status of individual referrals and any cancellations, commissions, statements and monthly PDF reports can also be viewed independently at any time. This means partners always have their activities and financial claims in view – without additional inquiries or manual administrative effort.

The platform therefore creates maximum transparency in intermediary and commission management and provides all relevant information centrally in one place.

Extensive statistics and analyses

The platform offers comprehensive statistics and reporting for various business areas. For example, revenues per employee or intermediary, the number of successful referrals and the average customer activity can be analyzed in detail.

In addition to classic tabular overviews, various graphical analyses and dashboards are also available. This makes developments, trends and relevant key figures quickly visible and allows them to be used as a sound basis for operational and strategic decisions.

The system therefore creates a high level of transparency across sales, customer activities and company performance.